The HW4, HW5 & Dojo Situation / VW in Hot Water / Elon and Zuckerberg "Meeting" ⚡️
发布时间 2023-08-29 22:04:21 来源
摘要
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00:00 - Battery Degradation Study
1:31 - Duke Energy EV Plan
2:24 - HW4 FSD Beta
4:00 - Free Tesla SuC EU
4:12 - Tesla China Weekly Insurance
4:53 - Don't Be Fooled (Ground News)
6:24 - Tesla HW5 & Dojo
9:58 - X App Coming
10:08 - Highland in EU
10:22 - Aussie Powerwall Discount
10:44 - Redwood Raise
11:08 - Toyota Restarts
11:21 - Cruise to Seattle
12:36 - Vinfast
12:53 - BYD Q2 Financials
13:52 - Elon and Zuck Meeting
14:11 - VW Disgust
15:54 - China Peak Gas
16:34 - GM and Google
17:09 - Ford Pro Commercial Chargers
17:21 - TSLA Stock
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#TeslaHW4 #TeslaHW5 #TeslaNews
GPT-4正在为你翻译摘要中......
中英文字稿 
Welcome to Electrified, it's your host Dylan Ummus, quick shout out to my newest patron, Ron R. Thank you for choosing to support the channel. Recurrent Auto just published a study talking about the impacts of DC fast charging on battery degradation. They studied these effects on over 12,500 Tesla vehicles in the US. They compared cars that fast charge at least 90% of the time and also cars that fast charge less than 10% of the time, so on either end of the spectrum. The results show no statistically significant difference in range degradation.
欢迎来到《电动化》，我是主持人迪伦·乌穆斯。向我的最新赞助人罗恩·R致以衷心的感谢，感谢您选择支持本频道。Recurrent Auto最近发布了一项研究，探讨了直流快速充电对电池寿命的影响。他们对美国境内的12500辆特斯拉车进行了研究。他们比较了经常进行快速充电的车辆（占充电时间的90%以上）和很少进行快速充电的车辆（占充电时间的10%以下），即充电模式的两个极端。研究结果显示，车辆的续航里程衰减没有统计学上的显著差异。
Looking at the Model 3, a data set of 6,300 vehicles, whether you fast charged frequently the blue line or rarely the green line, you ended up essentially in the same place after 2000 days, right around 10 to 12% battery degradation. And for the Model Y, a sample size of 4400 vehicles, you end up either between 8 or 9% of the battery degradation after 1000 days. If you're new to the EV world, some of their advice was avoid fast charging with your battery super cold or super hot without pre-conditioning. So if you're going to a supercharger, plug it in the nav and then your battery will do that pre-conditioning on its own. So this study does a good job of showing us that it's not really fast charging or slow charging that does the damage, but we already knew it's really the ends that matter, so if you run your battery down to zero all the time or you constantly charge to 100, that might be where you can increase the battery degradation.
观察Model 3这组有6300辆车的数据集，无论是经常进行快速充电（蓝色线）还是很少快速充电（绿色线），在2000天后，你最终所面临的电池损耗基本都在10%到12%之间。而对于Model Y这组样本有4400辆车，经过1000天，你最终所面临的电池损耗要么在8%到9%之间。如果你是电动汽车的新手，其中一些建议是在电池极冷或极热的情况下避免进行快速充电而不进行预调节。所以如果你要去使用超级充电站，将充电器插入导航系统，然后你的电池就会自行进行预调节。这项研究很好地告诉我们，真正造成损伤的不是快速充电还是慢速充电，而是我们已经知道的两个极端情况：如果你经常把电池用到零或者总是充满电100%，这可能会增加电池损耗的可能性。
In North Carolina, Duke Energy Utility is rolling out an interesting pilot program for electric vehicle owners. Duke Energy has partnered with GM, Ford and BMW. This pilot will allow residential customers in North Carolina to use up to 800 kilowatt hours per month to charge an EV at home for a fixed monthly fee of $20 or $25 depending on location. And they're saying in these regions the average EV driver uses less than 15 kilowatt hours on any given day so that monthly limit should be plenty enough. This one year pilot program launches November 1st this year. It sounds like the two main goals of this program would be one predictable rates for these EV owners and then two ensuring that these EV owners are not charging during peak hours if they can avoid it and there will be some features like scheduling your charging sessions as well.
在北卡罗莱纳州，杜克能源公用事业公司正在推出一个有趣的电动车车主试点项目。杜克能源已与通用、福特和宝马合作。该试点项目允许北卡罗莱纳州的居民每月使用高达800千瓦时的电量以固定月费20美元或25美元（根据地区而定）在家中给电动车充电。他们表示在这些地区，普通电动车车主一天使用的电量不超过15千瓦时，所以这个月度限制应该足够用了。这个为期一年的试点项目将于今年11月1日启动。这个项目似乎有两个主要目标，一个是为电动车车主提供可预测的电费，另一个是确保这些电动车车主在尽可能避免高峰时段充电，还会有一些功能，比如安排充电时间。
Today's a big day as it has become official that hardware 4 Tesla vehicles are now getting FSD beta for the first time. I thought it was a joke for a few hours but it turns out many people are reporting it is indeed real. And let me just say upfront not everybody with hardware 4 is going to get this in the first wave so you may need to deploy some patience. And if you're thinking to yourself well what's going on here Elon just said hardware 4 software will lag hardware 3 by at least another 6 months. Yes that can still be true he never said that hardware 4 would never have FSD beta just that it's going to lag so maybe these hardware 4 owners get an older version of the FSD beta definitely not V12 yet and most likely not even 11.4.7 yet. But as I'm recording there are people all over the internet reporting different anecdotes of hardware 4 getting a version of FSD beta. And this is such a welcome site for all of those new hardware 4 owners that as of yesterday we're probably thinking they're now going to have to wait 6 months to a year to have FSD beta at all because they decided to buy a brand new Tesla. And it looks like that's not going to be the case. Tesla scope is saying it's packaged in the software 2023.26.11. So let's say hypothetically hardware 3 owners get version 12 later this year maybe hardware 4 owners don't see version 12 until summer 2024 there's that 6 month lag. But at least in the interim both hardware 3 and hardware 4 vehicle owners will have some variant of FSD.
今天是个重要的一天，因为现在官方已确认特斯拉的四代硬件车辆首次获得FSD测试版。起初我还以为这是个玩笑，但事实证明有很多人称这是真的。首先要说明的是，并非所有四代硬件车辆在首波中都能获得测试版，所以你可能需要耐心等待一段时间。如果你心里想着，埃隆刚刚说硬件四的软件至少还要比硬件三延迟六个月，那是否意味着硬件四将永远无法获得FSD测试版呢？实际上是有可能的，只是它会滞后，所以这些硬件四的车主可能会得到旧版本的FSD测试版，而绝对不会是V12，很可能连11.4.7版本都不是。但据我所知，网络上已有不少人报告硬件四获得了某个版本的FSD测试版。对于昨天还在想着购买了全新特斯拉就要等上6个月至一年才能获得FSD测试版的所有四代硬件车主来说，这样的情况确实令人欣喜。根据特斯拉的配套文件，它被包含在软件版本2023.26.11中。假设硬件三的车主今年晚些时候能获得V12版本，也许硬件四的车主要等到2024年夏天才能得到该版本，这就是所谓的6个月的滞后期。但无论如何，在这期间，无论是硬件三还是硬件四的车主，都将拥有FSD的某个变种。
During the 10 year anniversary of the first superchargers installed in Norway, Tesla Europe is now offering free supercharging in all of Europe today to all EVs. We got the Tesla China weekly insurance data and 17000 for Tesla. Plugging that data in for week 8 of quarter 3 if you wanted to compare to the same weekend quarter 2 that number was 12800. So looking at the first 8 weeks of quarter 3 we now sit at 89.2 thousand compared to the same first 8 weeks in quarter 2 where we were at 79.8 thousand so ahead of pace. Going all the way back to the end of October last year there were only 3 other weeks where the reading was higher than that 17000. So yeah it's just one week but it's the fourth best week in almost one year.
在挪威第一批超级充电桩安装完成的10周年纪念日之际，特斯拉欧洲今天向所有电动汽车提供免费充电服务，并提供了特斯拉中国每周保险数据，特斯拉的数据为17000。将该数据与第二季度同一周末的12800进行比较，获取第三季度第8周的数据。所以看第三季度的前8周，我们目前达到了89.2千辆，而第二季度的前8周只有79.8千辆，超过了预期。回顾去年10月底以来，只有3周的数据高于17000。所以虽然只是一周，但已经是近一年来排名第四的最佳周数据了。
Especially ahead of the election it's always very interesting to watch how different news sources cover the same story. Spending is a big topic and with pal warning us about the possibility of higher rates of the 131 sources covering the story 17 lean left 17 lean right and 64 were center. And personally I've always found it very interesting to watch how different sources talk about anything Elon related and it's very easy to do so when you can just check the left headlines the center headlines and then right leaning source headlines.
特别是在选举之前，观察不同的新闻来源如何报道相同的故事总是非常有趣的。支出是一个重要的话题，由于帕尔警告我们可能面临更高利率的可能性，在131个报道这个故事的来源中，有17个倾向于左翼，17个倾向于右翼，64个则保持中立。就个人而言，我一直觉得观察不同的消息来源如何谈论与埃隆有关的事情非常有趣，当你可以查看左倾、中立和右倾的新闻来源标题时，这一切变得非常容易。
The ability to do all of this is thanks to today's sponsor ground news one that many of you guys have really been enjoying. Every news story will give you a visual representation of the political bias the ownership as well as the factuality of different sources. As I've said before the blind spot feed has really been valuable to see which news stories are being disproportionately covered by one side of the aisle. And with the ground news vantage plan you can get access to everything they have to offer including the my news bias feature a dashboard that shows you how your reading habits change over time and what your top sources are. You can use my link below to sign up for free but you can also use it to get 30% off that vantage plan subscription. I think it'll help you digest the news more efficiently and with less bias because it has for me and I think that's a mission worth supporting in this day and age. Thanks to ground news for sponsoring this video.
能够做到这一切，要感谢今天的赞助商Ground News，《地方新闻》是你们许多人都非常喜欢的一个。每个新闻报道都会给你一个视觉上的展示，显示政治偏见、所有权以及不同来源的事实性。正如我之前提到的，Blind Spot Feed对于了解哪些新闻报道在某一派别中被过度报道非常有价值。使用《地方新闻》Vantage计划，你可以获得他们提供的所有内容，包括我的新闻偏见功能，这是一个面板，显示你的阅读习惯随时间变化以及你的主要来源。你可以使用下面的链接免费注册，但也可以使用它来获得Vantage计划订阅的30%折扣。我认为这将帮助你更有效地消化新闻，减少偏见，因为对我来说已经产生了效果，我认为在这个时代，这是值得支持的使命。感谢Ground News赞助这个视频。
I know this is tough to see but business Korea's formatting is subpar either way they said Samsung is said to be the favorite to win Tesla's order for hardware 5. We talked about this before but they're just reiterating what we've heard they're planning to use a for nanometer process for hardware 5 and they say Samsung is already supplying Tesla with a 14 nanometer process FSD chip they're actually referring to hardware 3 which was what replaced hardware 2 that was on Nvidia's drive PX2 platform and I'm pretty sure but not positive that hardware 4 is on a 7 nanometer process so hardware 5 looking to go even smaller which is more efficient and faster. And for anyone new Tesla is designing their hardware chips but then they're actually manufactured by companies like Samsung or TSMC people ask why doesn't Tesla just make or manufacture their own chips well just look into what it takes to build a fab or a fabrication plant and you'll understand why they don't do that.
我知道这不容易理解，不过《商业韩国》的排版质量很差，不管怎样，他们说三星有望赢得特斯拉5代硬件订单。我们之前已经讨论过这个问题，但他们只是重申了我们听到的消息，他们计划在硬件5上使用14纳米工艺，并表示三星已经向特斯拉供应了14纳米工艺的全自动驾驶芯片，实际上是指取代了Nvidia Drive PX2平台上硬件2的硬件3。我相当确定（但不确定）硬件4是采用7纳米工艺的，所以硬件5可能会更小、更高效、更快速。对于一些新的人来说，特斯拉设计他们的硬件芯片，但实际上是由三星或台积电这样的公司进行制造。有人问为什么特斯拉不自己制造芯片，只需了解建造半导体工厂需要的成本和投入，你就会明白他们为什么不这样做。
And just touching on what Ross said about Tesla doesn't have anything like Nvidia's H100 chips I'm not ready to dive into it I am looking into it but for now I just want to remind people it's oftentimes more about the software that's running on the hardware especially when it comes to very specific applications like Tesla's full self driving training. So hypothetically if Tesla's dojo actually wasn't on par from a hardware perspective with the H100 from Nvidia because it's specific to what Tesla is optimizing to do it may be more effective in actually training Tesla's data set for what it's trying to optimize for. Given the magnitude of what this training ramp is going to mean for Tesla, Robotaxes autonomy margins all of it we cannot gloss over this H100 situation.
而且，就罗斯所说的特斯拉没有像英伟达的H100芯片那样的东西，我还没有准备深入研究它，但我在研究中，暂时只想提醒大家，往往更重要的是软件在硬件上运行，尤其是对于特斯拉全自动驾驶训练这样非常特定的应用。那么假设特斯拉的道劲实际上从硬件角度来看并不与英伟达的H100相匹敌，因为它专为特斯拉正在优化的目标而设计，它可能更有效地为特斯拉的数据集进行训练，以实现其优化目标。鉴于这种训练速度对特斯拉、机器出租车自主性和所有这一切都将意味着什么，我们不能忽视这个H100的情况。
So here we are at the end of August Tesla was on track to have about 10,000 units of A100 GPUs online and training. Now if we assume that Tesla's recent addition as of yesterday of the 10,000 unit H100 cluster was not included in this graph when Tesla released the graph in the first place that means Tesla just added the equivalent of 100,000 A100 GPUs because Nvidia claims the H100s are 9 times more capable for AI training and I just rounded up to 10 for the sake of example. So if that really is the case that would bring Tesla's Nvidia hardware alone to the equivalent of about 110,000 A100 GPUs and then wherever dojo is that on the ramp process bringing that online.
所以，现在我们已经到了八月底了。特斯拉计划让大约10,000台A100 GPU在线上进行训练。现在，如果我们假设特斯拉昨天新添加的10,000台H100集群没有包括在这张图中，当特斯拉在最初发布这张图时，那意味着特斯拉刚刚增加了相当于100,000台A100 GPU的性能。因为英伟达声称H100相对于AI训练来说是A100的9倍性能，为了方便例子，我就直接取整到10倍。所以，如果真的是这样的话，特斯拉的英伟达硬件总共相当于大约110,000台A100 GPU。而无论道场（dojo）是在哪个阶段，它都在逐步进行中，将会上线。
And I still saw a lot of people over the weekend saying well the V12 drive wasn't that impressive I don't know what the big deal is. It really has nothing to do with the drive itself and everything to do with the underlying architecture that Tesla has moved to. So from here going forward Tesla should in theory be able to iterate and train at a much faster pace than it has to date. One because it removes all of that manual code and all of those heuristics and then two because it has much more compute power actually online with the H100 cluster and dojo ramping as well. And not to mention the fleet continually growing and testers globally operating gathering the best data which is part of why I'm now guessing that we see a robo taxi in operation somewhere in the United States quarter one of 2025. If not sooner.
在周末，我仍然看到很多人说V12驱动并不那么令人印象深刻，不知道有什么了不起的。实际上，这与驱动本身无关，而与特斯拉转向的底层架构有关。因此，从现在开始，特斯拉理论上应该能够比迄今为止更快地进行迭代和训练。首先，它去除了所有手动编码和启发式算法，然后，由于H100集群和道场也有更多的计算能力在线，其次。更不用说全球测试人员不断增加的车队，他们正在收集最佳数据，这也是我现在猜测我们会在2025年第一季度或更早在美国某地看到一辆无人出租车运营的部分原因。
According to Jenny asking how to watch X videos on a Tesla Elon said we will make an app allowing you to see the latest from X on your car screen.
根据珍妮询问如何在特斯拉车上观看X视频，埃隆回答说，我们将开发一个应用程序，让你能够在车载屏幕上浏览X的最新内容。
Esther said project Highland has been spotted in Europe for the first time but I don't think that's accurate. You may recall earlier this month one was spotted in Spain. Despite that technicality this appears to be the first time in Germany.
埃斯特尔说项目“Highland”在欧洲首次被发现，但我不认为这是准确的。你可能还记得本月早些时候有一个在西班牙被发现。尽管存在这一小差错，但这似乎是项目在德国首次出现。
Just in case any of you aussies are in New South Wales, Victoria, Southeast Queensland or South Australia. You may be able to get up to $3,800 off a Tesla power wall but only through September 15th. Part of the incentive is for joining origins VPP program but this will be below if you want to learn more.
万一你们中有澳大利亚人在新南威尔士州、维多利亚州、东南昆士兰州或南澳大利亚州，可能能够在9月15日之前享受高达3800美元的特斯拉Powerwall优惠。其中一部分优惠是加入Origins VPP计划的奖励，如果你想了解更多信息，请继续阅读以下内容。
Redwood materials just raised $1 billion in a series D and they plan to continue building capacity expanding the domestic battery supply chain and allowing customers to purchase battery materials made in the US for the first time a big milestone. Redwood has now raised nearly $2 billion of equity capital along with that $2 billion loan from the DOE.
Redwood Materials刚刚在D系列融资中筹集到10亿美元，他们计划继续扩大产能，扩展国内电池供应链，并让客户首次购买到美国制造的电池材料，这是一个重要的里程碑。Redwood现在已经筹集了近20亿美元的股本资本，并获得了能源部20亿美元的贷款。
In case you heard about Toyota's production system malfunction this week where there was a glitch in it prevented them from ordering components. Well that's apparently been solved they'll restart operations at assembly plants across Japan today.
如果你听说过丰田生产系统在本周发生了故障，导致无法订购零部件，那么现在问题显然已经解决了，他们将在今天重新启动日本各地的装配厂。
Cruise is adding another city to its list this time around it's Seattle Washington where they will deploy a small fleet of piloted vehicles. This phase is just for testing and gathering and Seattle will join Charlotte, North Carolina, Atlanta, Georgia, Miami, Florida, Nashville, Tennessee and Phoenix, Arizona. Cruise is also doing testing in three cities in Texas, Austin, Dallas and Houston in addition to San Francisco. Cruise now estimates it's covering more than 1 million driverless miles per month and cumulatively has crossed 4 million driverless miles.
Cruise将在其支持的城市列表中新增一个城市，这一次是西雅图华盛顿，他们将部署一小队可操控车辆进行测试和收集数据。这个阶段仅用于测试和数据收集，西雅图将加入北卡罗来纳州夏洛特、佐治亚州亚特兰大、佛罗里达州迈阿密、田纳西州纳什维尔和亚利桑那州凤凰城。另外，Cruise还在得克萨斯州的奥斯汀、达拉斯和休斯顿以及旧金山进行测试。Cruise现在预估每个月的无人驾驶里程超过100万英里，并且累计已超过400万英里的无人驾驶里程。
But think about it you have cruise with about 400 vehicles in total going to select cities gathering data manually versus Tesla with 4 million vehicles in its fleet gathering data globally actually in more countries than in cities. And look I want cruise and Waymo to succeed the more options for customers the better but to anybody that thinks cruise and Waymo are playing the same game as Tesla in my humble opinion they're just uneducated on what's really going on.
但是想一想，你可以想象一下，你手动搜集数据的同时需要与大约400辆车队一起巡航前往目标城市，而特斯拉却拥有400万辆车全球范围内搜集数据，实际上覆盖的国家比城市还多。你看，我希望克鲁斯（Cruise）和Waymo能够成功，对于客户来说，有更多的选择肯定是好事，但对于任何认为克鲁斯和Waymo与特斯拉玩的是同一种游戏的人来说，就我个人而言，他们只是对真正的情况一无所知。
And that doesn't even touch on any of the added costs that a strategy like this with LiDAR radar sensors actually adds.
这甚至还没有触及到这种具备激光雷达传感器的策略所增加的任何额外费用。
If you guys want to watch a case study on SPAC nonsense here is a great one we'll be reading about in history books.
如果你们想看一个关于SPAC荒谬的案例研究，这个我们将在历史书中读到的就是一个很好的例子。
Vin fast currently over $100 billion market cap after selling about 7,400 EVs in all of 2022.
VinFast目前市值超过1000亿美元，2022年全年销售了约7400辆电动车。
BYD released its Q2 numbers and their net income came in at $930 million for the quarter. Tesla's gap net income for quarter two was 2.7 billion.
比亚迪公布了其第二季度财务数据，该季度的净收入达到9.3亿美元。而特斯拉在第二季度的差额净收入为27亿美元。
BYD's management has a target of selling 3 million EVs this year so maybe about half of those are full BEV which would put them around 1.5 million full battery electric vehicles for 2023. BYD's gross margins are holding steady between 15 and 20% this year but remember BYD does a lot more than just make vehicles. However don't forget on the vehicle front BYD has added to luxury EV brands Yang Wang and Feng Changbao which has vehicles that sell over the 1 million yuan mark which is about $140,000 or more than double some of its earlier higher end vehicles. So just keep in mind right now outside of the super high end luxury stuff BYD has almost all of the price bands covered.
比亚迪的管理层设定了今年销售300万辆电动车的目标，大概其中的一半是纯电动车（BEV），这意味着2023年纯电动车的销量将达到大约150万辆。比亚迪今年的毛利率保持在15%至20%之间，但请记住，比亚迪并不仅仅是生产汽车。然而，在汽车领域，比亚迪还推出了豪华电动车品牌“杨望”与“冯常宝”，其售价超过100万元，相当于14万美元，是之前旗下某些高端车型的两倍以上。所以请记住，除了超高端豪华车型，目前比亚迪几乎覆盖了所有的价格区间。
It looks like Elon and Zuckerberg may be in a room together on September 13th for an AI meeting. This will be the first of Senator Chuck Schumer's AI insight forums and the strategy is to give Congress more influence over the future of AI. Exactly what everybody wants to see.
看起来埃隆·马斯克和马克·扎克伯格可能会在9月13日参加一场人工智能会议，而且他们可能会在同一个房间里。这将是参议员查克·舒默主持的第一次人工智能论坛，目标是让国会对人工智能的未来产生更大的影响力。这正是所有人都希望看到的事情。
This publication charged, interviewed more than a dozen executives, engineers and analysts from automakers, DC fast charging network operators and charging hardware firms and other businesses.
这份刊物采访了十几位汽车制造商、直流快速充电网络运营商、充电硬件公司和其他企业的高管、工程师和分析师。
Overall this year's developments reflect deep dissatisfaction among automakers other than Tesla with the state of US fast charging. And they said it's hard to overstate the disgust and anger at Electrify America among virtually every person we interviewed. The network has come to be viewed as the most minimal effort VW group could have exerted to comply with their 10 year $2 billion settlement from dieselgate. It's no surprise EA has steadfastly refused to discuss its reliability statistics.
总体而言，今年的发展情况反映出除特斯拉以外的汽车制造商对美国快速充电设施的状态非常不满。同时，我们采访到的几乎每个人都表示对Electrify America感到非常愤怒和厌恶，难以言表。这个充电网络被认为是大众集团为了遵守其从柴油门案中获得的10年20亿美元和解协议所能付出的最低限度努力。EA拒绝讨论其可靠性统计数据也并不意外。
One Tesla automakers have had it with EA. Initial hopes that EA would provide a new large scale nationwide network of fast charging stations have now curdled into a desire to see EA out of the game altogether with lots of bad blood directed at the VW group.
特斯拉汽车制造商对 EA 忍无可忍了。最初希望 EA 能提供一个全国性的大规模快速充电站网络，但现在他们完全希望 EA 退出这个游戏，对大众集团满怀恶意。
Tesla aside, all networks are perceived to be more focused on getting new stations in the ground and photo ops with politicians and government money than funding operations and maintenance. One person they spoke to said I have $18 million to build new EV chargers and $0 to fix the broken ones previously deployed. One engineer and one executive even suggested VW deliberately did a subpar job. Remember dieselgate? Fool me once shame on you fool me twice. Would it really surprise any of us if internally VW was out to sabotage the entire EV movement so they can just rest on their ice laurels? Sadly it really would not surprise me.
撇开特斯拉不谈，所有的网络都被认为更关注将新的充电站建设和与政界人士合照，而不是资助运营和维护。他们采访的一个人说，“我有1800万美元来建设新的电动汽车充电桩，但没有资金来修理之前部署的损坏的充电桩。”甚至有一名工程师和一名高管暗示大众故意做出了不尽人意的工作。还记得柴油门吗？愚弄我一次，你可耻，愚弄我两次。如果大众真的旨在破坏整个电动汽车运动，以便他们只需依靠他们的传统汽车而放松下来，这是否会让我们感到惊讶？遗憾的是，这对我来说真的不会让我感到惊讶。
Interesting development in China, Sinopek, the country's top oil refiner is now predicting peak gas. It's now expecting gasoline demand in China to peak this year two years earlier than its previous outlook. For some context, in China, August data is telling us that plug-in vehicles have a 38% of new passenger vehicle sales. And they said well over 5% of the passenger vehicle fleet is now either BEV or plug-in hybrid. There are obviously many many many factors that go into peak gas but it does seem like we have another few years in the United States.
在中国有一个有趣的发展，中国最大的炼油公司中石化现在预测燃油达到峰值。他们现在预计中国的汽油需求将在今年达到峰值，比他们之前的预测提前了两年。从一些背景数据来看，在中国，八月份的数据表明插电式汽车占新的乘用车销量的38%。他们还表示，超过5%的乘用车队列现在要么是纯电动车，要么是插电混动车型。峰值燃油有很多很多很多因素影响，但在美国似乎我们还有几年的时间。
GM has partnered with Google to boost its AI for its on-star virtual assistant. Google Cloud's dialogue flow conversational AI tech is currently powering the on-star VA currently providing answers to more than a million owner questions monthly in North America. The software and services VP said generative AI has the potential to revolutionize the buying ownership and interaction experience inside the vehicle and beyond, enabling more opportunities to deliver new features and services. For now though, it's still mostly navigation or answering some questions about GM's products.
通用汽车（GM）与谷歌合作，以提升其OnStar虚拟助手的人工智能。谷歌云的对话流会话式人工智能技术目前正在为OnStar虚拟助手提供动力，每个月在北美地区回答超过一百万车主问题。软件和服务副总裁表示，生成式人工智能有潜力彻底改变车辆内外的购买、拥有和互动体验，为提供新功能和服务提供更多机会。然而，目前主要还是用于导航或回答有关GM产品的一些问题。
Ford Pro is rolling out some new commercial chargers both AC and DC, two options for each. The goal here is really to integrate seamlessly with Ford's existing telematics and charging software.
Ford Pro正在推出一些新的商用充电器，包括交流和直流两种选择，每种都有两个选项。这里的目标是与福特现有的远程监控系统和充电软件无缝集成。
Don't forget to check out ground news below if you're interested and if you opt for a paid option, you should be able to afford it pretty easily after today.
如果你感兴趣的话，别忘了往下查看最新的新闻动态。如果选择付费订阅，经过今天后，你应该能够轻松负担得起它。
Hope you guys have a wonderful day, you can find me on X and Instagram linked below. Please like the video if you did and a huge thank you to all of my Patreon supporters.
希望大家度过愉快的一天，你可以在下方链接的X和Instagram上找到我。如果你喜欢这个视频，请给它点赞，并向所有支持我的Patreon粉丝们表示非常感谢。